Fund managers: Own up to your mistakes
By Financial Standard
5 shocking predictions for 2025 and beyond
By Livewire
‘Shiny new things’ not in our wheelhouse, says high-conviction investment team
By The Inside Adviser
‘Process over prediction’: What high-conviction teams have over their speculative peers
By The Inside Adviser
Equities
Understanding high-conviction investing
By ASX Investor Update
Equities
What makes an ideal entry point for a high-conviction investment team?
By The Inside Adviser
Equities
This fundie says Visa trumps Mastercard – and it’s cheaper
By Australian Financial Review
Equities
Thinking Like an Owner
By Value Investor Insight
Equities
US tech stock concentration narrative needs perspective
By The Inside Adviser
Equities
Chris Judd talks with Bob Desmond on Talk Ya Book
By Chris Judd Invest
Equities
The importance of not doing too much
By The Inside Adviser
Equities
Best investment in the past 5 years: IN60 with Bob Desmond
By The Inside Adviser
Equities
Quality over quantity: How Claremont Global avoids managed-fund pitfalls
By The Inside Adviser
Equities
Bob Desmond names his "forever" stock
By Livewire
Equities
Trimming tech
By Ausbiz
Equities
Opportunities beyond big tech
By Ausbiz
Equities
Comparing US and European valuations
By Ausbiz
Equities
Big tech's big opportunities
By Ausbiz
Equities
Still a growth company? – Nike | Summer Series
By EquityMates
Equities
Staying the course
By Luke Davrain, CFA
Equities
Why this fundie is betting on luxury as recession fears mount
By Sohn Hearts & Mind
Equities
Forget forecasts – focus on quality
By Sohn Hearts & Mind
Equities
The Numbers Game: Risks hiding in plain sight
By Adam Chandler
Equities
Be an investor not a speculator
By Bob Desmond, CFA
Equities
How Nike is crushing digital to take control of its own destiny
By Chris Hernandez
Equities
Great long-term opportunities come in times of uncertainty
By Adam Chandler
Equities
Markets sniff out flakey businesses
By Ausbiz
Equities
Winning the war on talent
By Luke Davrain, CFA
Equities
A company entering 2022 in high spirits
By Chris Hernandez
Equities
Shopping for stocks in the US
By Ausbiz
Education
Never risk money you need for money you don’t
By Bob Desmond, CFA
Education
Our playbook to finding sustainable winners
By Bob Desmond, CFA
Equities
High-margin, asset-light businesses are the best defence against inflation
By Bob Desmond, CFA
Education
Why sell great businesses for the mediocre?
By Bob Desmond, CFA
Equities
Not even COVID could crush this 70-year-old winner
By Chris Hernandez
Equities
Making up the numbers
By Bob Desmond, CFA
Equities
Lowe’s – moving from good to great
By Bob Desmond, CFA
Equities, Education
Strong capital allocation made the difference in this healthcare business
By Luke Davrain, CFA
Education
Why 15 stocks are all you need
By Bob Desmond, CFA
Equities
This bricks and mortar retailer will continue to thrive post-pandemic
By Chris Hernandez
2020
Where’s the euphoria to herald a market top?
By Bob Desmond, CFA